Overview
Assets Under Management: $98 million
High-Net-Worth Clients: 1
Average Client Assets: $97.7 million
Frequently Asked Questions
ORMONDE USA LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #313328), ORMONDE USA LLC is subject to fiduciary duty under federal law.
ORMONDE USA LLC serves 1 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, ORMONDE USA LLC offers portfolio management for individuals and selection of other advisors. View all service details ↓
ORMONDE USA LLC manages $98 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, ORMONDE USA LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 1
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00%
Average Client Assets: $97.7 million
Total Client Accounts: 1
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 313328
Filing ID: 2061148
Last Filing Date: 2026-03-31 11:46:24